Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LFROX (Lord Abbett Floating Rate Cl F3) | 1.50% | 5.96% | 8.46% | 5.94% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LFROX (Lord Abbett Floating Rate Cl F3) | 04/05/2017 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.12 | 5.96 | 8.46 | 5.94 | NA | NA | NA | … | … | 1.50 | 6.25 | 9.31 | 13.01 | -1.65 | 4.82 | -1.43 | 7.63 | 0.05 | 1.53 |
| Sharpe Ratio | NA | 1.50 | 2.02 | 1.20 | NA | NA | NA | … | … | 0.33 | 1.25 | 2.12 | 3.10 | -0.89 | 3.14 | -0.13 | 2.61 | -0.65 | 1.09 |
| Standard Deviation(%) | NA | 2.56 | 2.75 | 2.85 | NA | NA | NA | … | … | 2.72 | 2.72 | 2.68 | 3.05 | 3.47 | 1.53 | 12.64 | 2.36 | 2.07 | 1.23 |
| Draw Down(%) | NA | 1.49 | 2.45 | 5.95 | NA | NA | NA | … | … | 1.49 | 2.45 | 0.86 | 1.88 | 5.95 | 0.71 | 21.84 | 1.18 | 4.41 | 0.65 |
| Yield(%) | 0.00 | 6.37 | 7.89 | 6.49 | 4.80 | 3.20 | 2.40 | … | … | 2.20 | 7.19 | 8.52 | 8.76 | 4.95 | 3.42 | 4.38 | 5.89 | 5.38 | 1.95 |
Data as of 06/03/2026, Common starting date is 04/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFROX (Lord Abbett Floating Rate Cl F3) |
-0.44%
May 2017 – May 2020 |
1.48%
Jun 2017 – Jun 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LFROX (Lord Abbett Floating Rate Cl F3) |
9.78%
Sep 2022 – Sep 2025 |
8.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
